Business Advisory
Access expert insights and support for your business success through our Business Advisory service.
Strategic Management Guidance:
Our business advisory service empowers your organization with practical strategies and hands-on advice. We act as your trusted advisors, helping to navigate management challenges, ensuring effective decision-making, and enhancing overall performance.
Smooth Owner Transitions:
With our owner transition planning, succession strategies, and family business governance expertise, we facilitate seamless generational shifts. We ensure that your business thrives and maintains continuity for years to come.
Mergers & Acquisitions Excellence:
Our team excels in due diligence, post-transaction follow-up, and managing integration. We create fluid timelines, provide a neutral point of contact, and monitor all aspects of the merger or acquisition, ensuring a successful and unified transition.
“We first hired Ramona of Farrell Insights as our business coach to help us transition from operating like start up style business to a more established business. She had excellent resources to help us make this transition and implemented business management procedures that we still use today. She excels with vision casting, giving you tangible steps to get to the vision, and checking in along the way to check progress and troubleshoot roadblocks. After working with her as a business coach she quickly became a friend and mentor to me. She challenges my thinking to make sure I’m not limiting myself into preconceived notions in my head and encourages me to keep growing rather it’s through professional experiences or personal. I can’t recommend her enough. She’s an all-around wonderful person who is incredibly smart, sees the big picture, and cares enough to help!
Chesley I. White, Architect
Principal of SHLTR
“Our family business was at a point of inflection—all of us holding differing opinions regarding next steps. As with many family enterprises, the line between business and personal was very blurry, and emotions were running high.
Ramona came alongside us and listened well to each of us, individually, really working to understand where each stakeholder was struggling and what they had to offer in order to advance the business. She then worked with us as a group to wade through the emotions in order to lay out the facts. By bringing us all down to the facts, she leveled the playing field and allowed for positive discussions and forward progress. She helped us all see the opportunity that existed for each family member to engage and contribute to our shared interest.
Perhaps the most impactful thing she shared with us is the importance of connecting regularly as just family—not business owners. A reminder we a needed and have taken to heart!
I am grateful to Ramona for helping us help ourselves!
A Family Business Success Story
Business Advisory Activities
1. Special Investigations:
Tailored financial investigations and analysis to provide critical insights for complex business scenarios
2. Management Consulting:
Expert guidance to help businesses enhance their strategies, operations, and overall performance.
3. Hands-on Advisor:
A proactive and practical approach to advising, providing solutions that align with your business objectives.
4. Sounding Board, Internal Change Agent:
Offering a supportive and influential presence for businesses to address change and innovation effectively.
5. Owner Transition Planning and Succession Strategies:
Assisting in planning, executing transitions of ownership, establishing strategies for long-term success.
6. Family Business Governance:
Structured guidance, support for family-owned businesses to enhance governance practices,ensure continuity.
Other Service
Forensic Accounting
Bringing calm to chaos, providing answers and avenues for closure.
Mergers & Acquisitions
Seamless navigation, hands-on approach to a successful change in ownership.